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Investment Customer Service Advisor

  • Job reference DST/TP/17447/10734
  • Job type Full Time
  • Sector Administration and Operations, Customer Service, Funds/Transfer Agency/Asset Management
  • Location Basildon

Summary

The Client Services (Voice) team are the heartbeat of DST and are responsible for servicing our leading investment clients, and their customers.

Package

A fantastic opportunity to join this fast-growing, global company with full training and support from day one!

  • Pro-Rata salary based on experience and in line with the ACE salary progression scheme
  • 20 Days holiday (Pro-Rata and increasing by 1 day for every year's service up to a maximum of 25 days)
  • 6% non-contributory pension scheme
  • Life Assurance (4 x salary)
  • Single person healthcare
  • Flex benefits scheme

All offers of employment at DST are subject to background verification checks, including 5 year employment history, proof of eligibility to work in the UK, proof of address, credit check and criminal record check. The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful

Main Responsibilities

  • You will have the opportunity to answer incoming telephone queries form a wide variety of callers such as clients, IFA's (Independent Financial Advisors), investors and other financial institutions.

  • You will aid with account servicing questions on the phone and raise appropriate work, to request investigations, give portfolio valuations and update customer account details.
  • Within this role you will gain a great understanding of the different areas of the business, having to be aware of a great number of different processes and procedures across the organisation.
  • You will gain a great understanding of the different investment products we work with, such as ISA's, Unit Trusts, Investment Trusts and OEIC's.

Ideal Candidate

  • Customer service experience, either face to face or over the phone.
  • Excellent customer service skills including the ability to learn how to respond to complex customer queries.
  • Organised and able to work on own initiative when required
  • Good communication skills (essential)
NANorth America
Join us
EMEAEurope, The Middle East & Africa
APACAsia-Pacific

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